SEI Investments Company (SEIC) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$13,460
Total Return
34.60%
CAGR
6.12%
Dividends
$730.53
Yield on Cost
7.31%
Rolling Returns
1-Month (21 Trading Days)
| Average | +0.67% |
| Median | +0.10% |
| Best | +28.59% |
| Worst | -15.73% |
| % of Windows Positive | 50.4% |
1-Year (252 Trading Days)
| Average | +10.37% |
| Median | +8.92% |
| Best | +47.09% |
| Worst | -24.02% |
| % of Windows Positive | 73.8% |
3-Year (756 Trading Days)
| Average | +38.76% |
| Median | +38.99% |
| Best | +83.28% |
| Worst | +5.12% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -26.19% |
| Average Drawdown | -7.41% |
| Drawdown Duration | 304 Trading Days |
| Sortino Ratio | 0.54 |
| Calmar Ratio | 0.23 |
| CVaR (5%) | -3.20% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | -2.71% (-9.19% ann.) | $270.66 | $0.00 | $0.00 | $0.00 |
| 2025 | +0.40% | +$39.58 | $122.75 | $24.55 | $0.20 |
| 2024 | +31.13% | +$3113.41 | $149.92 | $29.98 | $0.24 |
| 2023 | +10.27% | +$1026.92 | $153.12 | $30.62 | $0.25 |
| 2022 | -3.21% | $320.95 | $136.61 | $27.32 | $0.22 |
| 2021 | +7.12% | +$712.13 | $134.31 | $26.86 | $0.21 |
| 2020 | -11.33% | $1133.31 | $110.24 | $22.05 | $0.18 |
| 2019 | +43.02% | +$4301.90 | $147.55 | $29.51 | $0.24 |
| 2018 | -35.09% | $3509.21 | $87.84 | $17.57 | $0.14 |
| 2017 | +46.70% | +$4669.92 | $117.77 | $23.55 | $0.19 |
| 2016 | -4.98% | $497.97 | $103.28 | $20.66 | $0.17 |
| 2015 | +31.90% | +$3189.80 | $125.13 | $25.03 | $0.20 |
| 2014 | +16.47% | +$1646.52 | $132.82 | $26.56 | $0.21 |
| 2013 | +50.39% | +$5038.63 | $180.46 | $36.09 | $0.29 |
| 2012 | +37.69% | +$3768.77 | $364.93 | $72.99 | $0.58 |
| 2011 | -26.24% | $2623.89 | $113.77 | $22.75 | $0.18 |
| 2010 | +36.75% | +$3674.72 | $114.37 | $22.87 | $0.18 |
| 2009 | +12.83% | +$1283.01 | $159.77 | $31.95 | $0.26 |
| 2008 | -50.95% | $5095.41 | $46.67 | $9.33 | $0.07 |
| 2007 | +8.23% | +$822.62 | $23.51 | $4.70 | $0.04 |
| 2006 | +61.58% | +$6157.67 | $64.93 | $12.99 | $0.10 |
| 2005 | -11.34% | $1133.82 | $52.53 | $10.51 | $0.08 |
| 2004 | +38.58% | +$3857.79 | $95.42 | $19.08 | $0.15 |
| 2003 | +12.32% | +$1231.62 | $25.75 | $5.15 | $0.04 |
| 2002 | -39.50% | $3950.06 | $37.73 | $7.55 | $0.06 |
| 2001 | -19.31% | $1931.28 | $16.08 | $3.22 | $0.03 |
| 2000 | +183.11% | +$18311.39 | $37.00 | $7.40 | $0.06 |
| 1999 | +19.86% | +$1986.17 | $10.06 | $2.01 | $0.02 |
| 1998 | +137.00% | +$13700.34 | $38.12 | $7.62 | $0.06 |
| 1997 | +89.49% | +$8949.14 | $63.00 | $12.60 | $0.10 |
| 1996 | +2.76% | +$275.53 | $55.23 | $11.05 | $0.09 |
| 1995 | +26.57% | +$2656.60 | $58.03 | $11.61 | $0.09 |
| 1994 | -34.29% | $3428.57 | $0.00 | $0.00 | $0.00 |
| 1993 | +65.77% | +$6577.11 | $37.82 | $7.56 | $0.06 |
| 1992 | +22.39% | +$2238.52 | $28.49 | $5.70 | $0.05 |
| 1991 | +20.48% | +$2047.80 | $28.69 | $5.74 | $0.05 |
| 1990 | +21.95% | +$2195.42 | $14.09 | $2.82 | $0.02 |
| 1989 | +1.92% | +$191.61 | $57.20 | $11.44 | $0.09 |
| 1988 | +3.39% | +$338.73 | $58.88 | $11.77 | $0.10 |
| 1987 | +83.78% | +$8378.35 | $0.00 | $0.00 | $0.00 |
| 1986 | -21.28% | $2127.65 | $0.00 | $0.00 | $0.00 |
| 1985 | +64.91% | +$6491.22 | $0.00 | $0.00 | $0.00 |
| 1984 | -44.12% | $4411.77 | $0.00 | $0.00 | $0.00 |
| 1983 | +30.77% | +$3076.92 | $0.00 | $0.00 | $0.00 |
| 1982 | +59.18% | +$5918.39 | $0.00 | $0.00 | $0.00 |
| 1981 partial | +34.25% (+46.64% ann.) | +$3424.65 | $0.00 | $0.00 | $0.00 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| Dot-com bubble / TMT mania | August 9, 1995 – March 10, 2000 | +338.31% | +38.02% | +$33831.26 | $345.25 | $69.05 | $0.55 |
| Dot-com bust / post-bubble disinflation scare | March 13, 2000 – October 9, 2002 | +27.35% | +9.85% | +$2735.09 | $150.10 | $30.02 | $0.24 |
| China-WTO / housing-credit / commodity boom | October 10, 2002 – October 9, 2007 | +178.23% | +22.73% | +$17823.45 | $468.75 | $93.75 | $0.75 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -67.41% | -54.78% | $6741.23 | $78.83 | $15.77 | $0.13 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +101.26% | +23.02% | +$10126.04 | $771.58 | $154.32 | $1.23 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +257.52% | +18.34% | +$25751.81 | $2141.03 | $428.21 | $3.43 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -47.15% | -99.93% | $4715.48 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +29.24% | +51.09% | +$2923.77 | $85.41 | $17.08 | $0.14 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +11.25% | +10.65% | +$1125.36 | $132.85 | $26.57 | $0.21 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | -5.36% | -5.69% | $536.40 | $134.53 | $26.91 | $0.22 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +15.84% | +8.26% | +$1584.21 | $299.79 | $59.96 | $0.48 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +19.00% | +11.73% | +$1899.92 | $221.58 | $44.32 | $0.35 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 1988-06-20 | $0.0021 | 0.25% |
| 1988-12-28 | $0.0021 | 0.29% |
| 1989-06-12 | $0.0021 | 0.30% |
| 1989-12-19 | $0.0021 | 0.29% |
| 1990-06-12 | $0.0010 | 0.12% |
| 1991-06-12 | $0.0010 | 0.09% |
| 1991-12-12 | $0.0015 | 0.16% |
| 1992-06-15 | $0.0015 | 0.14% |
| 1992-12-21 | $0.0015 | 0.12% |
| 1993-06-15 | $0.0025 | 0.19% |
| 1993-12-17 | $0.0025 | 0.12% |
| 1995-06-02 | $0.0042 | 0.26% |
| 1995-12-27 | $0.0042 | 0.22% |
| 1996-06-10 | $0.0050 | 0.28% |
| 1996-12-27 | $0.0050 | 0.28% |
| 1997-06-10 | $0.0058 | 0.31% |
| 1997-12-29 | $0.0058 | 0.17% |
| 1998-06-12 | $0.0067 | 0.13% |
| 1998-12-31 | $0.0067 | 0.08% |
| 1999-06-14 | $0.0083 | 0.10% |
| 2000-01-05 | $0.0167 | 0.18% |
| 2000-06-01 | $0.0200 | 0.17% |
| 2001-01-04 | $0.0200 | 0.08% |
| 2001-06-08 | $0.0250 | 0.12% |
| 2002-01-02 | $0.0250 | 0.11% |
| 2002-05-23 | $0.0300 | 0.18% |
| 2002-12-31 | $0.0300 | 0.22% |
| 2003-06-05 | $0.0350 | 0.24% |
| 2004-01-02 | $0.0450 | 0.30% |
| 2004-06-04 | $0.0500 | 0.35% |
| 2004-12-31 | $0.0500 | 0.24% |
| 2005-06-06 | $0.0550 | 0.31% |
| 2005-12-29 | $0.0550 | 0.29% |
| 2006-06-06 | $0.0600 | 0.27% |
| 2006-12-29 | $0.0600 | 0.20% |
| 2007-06-06 | $0.0700 | 0.23% |
| 2008-01-02 | $0.0700 | 0.22% |
| 2008-06-13 | $0.0800 | 0.32% |
| 2009-01-02 | $0.0800 | 0.51% |
| 2009-06-16 | $0.0800 | 0.44% |
| 2009-12-31 | $0.0900 | 0.51% |
| 2010-06-21 | $0.1000 | 0.47% |
| 2010-12-21 | $0.1000 | 0.42% |
| 2011-06-16 | $0.1200 | 0.55% |
| 2011-12-23 | $0.1500 | 0.87% |
| 2012-06-14 | $0.1500 | 0.83% |
| 2012-12-19 | $0.4800 | 2.08% |
| 2013-06-13 | $0.2000 | 0.69% |
| 2013-12-19 | $0.2200 | 0.63% |
| 2014-06-12 | $0.2200 | 0.67% |
| 2014-12-18 | $0.2400 | 0.60% |
| 2015-06-12 | $0.2400 | 0.48% |
| 2015-12-17 | $0.2600 | 0.48% |
| 2016-06-10 | $0.2600 | 0.51% |
| 2016-12-22 | $0.2800 | 0.56% |
| 2017-06-05 | $0.2800 | 0.54% |
| 2017-12-26 | $0.3000 | 0.42% |
| 2018-06-13 | $0.3000 | 0.45% |
| 2018-12-26 | $0.3300 | 0.77% |
| 2019-06-11 | $0.3300 | 0.60% |
| 2019-12-26 | $0.3500 | 0.53% |
| 2020-06-12 | $0.3500 | 0.63% |
| 2020-12-18 | $0.3700 | 0.65% |
| 2021-06-11 | $0.3700 | 0.59% |
| 2021-12-20 | $0.4000 | 0.66% |
| 2022-06-10 | $0.4000 | 0.71% |
| 2022-12-16 | $0.4300 | 0.73% |
| 2023-06-09 | $0.4300 | 0.73% |
| 2023-12-27 | $0.4600 | 0.71% |
| 2024-06-10 | $0.4600 | 0.70% |
| 2024-12-27 | $0.4900 | 0.58% |
| 2025-06-09 | $0.4900 | 0.57% |
| 2025-12-29 | $0.5200 | 0.61% |
| Total | 73 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-06-11 | $59.17 | $11.83 | $0.09 | 0.7540 |
| 2021-12-20 | $64.27 | $12.85 | $0.10 | 0.8800 |
| 2022-06-10 | $64.62 | $12.92 | $0.10 | 0.9383 |
| 2022-12-16 | $69.87 | $13.97 | $0.11 | 0.9575 |
| 2023-06-09 | $70.28 | $14.06 | $0.11 | 0.9537 |
| 2023-12-27 | $75.63 | $15.13 | $0.12 | 0.9417 |
| 2024-06-10 | $76.06 | $15.21 | $0.12 | 0.9351 |
| 2024-12-27 | $81.48 | $16.30 | $0.13 | 0.7804 |
| 2025-06-09 | $81.86 | $16.37 | $0.13 | 0.7732 |
| 2025-12-29 | $87.28 | $17.46 | $0.14 | 0.8286 |
| Total | $730.53 | $146.11 | $1.17 | 8.7425 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.